Salesforce Reports are great for understanding the data you have in Salesforce and they give you the ability to analyze and evaluate your work. However, there are so many possible data points to report on that it can be challenging to know where to begin.
In order to help you get started, we have put together a list of possible reports for you to create. This list is made up of common Salesforce Reports for sales and marketing and we have sorted them by role type. Hopefully, a few of these Salesforce Report suggestions will ring true with your business processes and serve as a base to help you generate more reports.
Executive Level (Sales):
- Closed Sales by Quarter/Month for This Year Against Quota
- Pipeline (open sales) by Stage for the current Quarter Against Quota
- Won Vs. Lost for the Current Year
Sales Managers:
- My Team’s Closed Sales by Quarter for This Year by Sales Rep
- My Team’s Pipeline by Sales Rep for the Current Quarter
- My Team’s Stuck Opportunities by Sales Rep
- My Team’s Neglected Opportunities by Sales Rep
- My Team’s Won Vs. Lost for the Current Year
Sales Reps:
- My Pipeline for the Current Quarter/Month
- My Neglected Opportunities
- My Stuck Opportunities
- My Won Sales by Month for the Current Year
- My Won Vs. Lost for the Current Year
Executive Level (Marketing & Pre-Sales):
- ROI by Campaign This Year
- Converted Leads by Lead Source This Year
- All Leads by Lead Source This Year
- Won Opportunities by Lead Source This Year
- Lost Opportunities by Lead Source This Year
Marketing Managers:
- Open Leads by Owner
- Unread Leads by Owner
- Neglected Leads by Owner
- “Working” Leads Without an Open Activity by Owner
- Conversion Percent by Lead Source
Marketing/Pre-Sales Reps:
- My Open Leads
- My Unread Leads
- My Working Leads
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